Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,700 | $49,255+7.0% | $70,494-25.2% | $79,856-34.0% |
| Participation rate | 91.2% | 69.2%+22.0pp | 75.1%+16.1pp | 69.6%+21.5pp |
| Annual return | 11.14% | 30.10%-19.0pp | 109.16%-98.0pp | 31.71%-20.6pp |
| Employer contribution / active EE | $3,005 | $2,100+43.1% | $2,738+9.8% | $2,471+21.6% |
| Participant deferral / active EE | $1,682 | $2,768-39.3% | $3,711-54.7% | $3,741-55.0% |
| Admin fee / account holder | $4,763 | $2,879+65.4% | $3,848+23.8% | $5,306-10.2% |